Compare Companies
| Field | 🇧🇷 Akaer | 🇮🇱 ImageSat International (ISI)Tel Aviv Stock Exchange (TASE): ISI | 🇺🇸 Planet LabsNYSE: PL | 🇿🇦 Dragonfly Aerospace |
|---|---|---|---|---|
| Type | private | public | public | private |
| Country | 🇧🇷 Brazil | 🇮🇱 Israel | 🇺🇸 United States | 🇿🇦 South Africa |
| Founded | 1992 | 1997 | 2010 | 2019 |
| CEO | César Augusto Teixeira Andrade e Silva | Noam Segal | Will Marshall | Bryan Dean |
| Mkt Cap / Valuation | Undisclosed — privately held; Saab AB holds ~28% minority stake (stock-swap agreement, 2017). No external equity valuation published. | ~US$225M (~NIS 815M) | ~$12.8B | Undisclosed — privately held, majority-owned by Noosphere Ventures (Max Polyakov). No funding amounts publicly disclosed. |
| Employees | ~350+ direct employees (group-wide, São José dos Campos + Bahia units) | ~115 | ~970 | ~70–100 (PitchBook ~71 as of mid-2024; company states 100+ in CEO interviews) |
| Sector | Space | Earth Observation | Earth Observation & Geospatial Analytics | Space |
| Last raise / Last filing | — | — | 10-K filed | — |
| Top risks | Montenegro MKI contract cancellation (Feb 2026): Finep demands return of BRL 41.3M disbursed; case referred to Federal Court of Accounts (TCU) and CGU — legal and reputational exposure for the group.; High government-revenue concentration: INPE/AEB optical programs and Brazilian Air Force contracts dominate revenue; any budget cuts in Brazil's science ministry directly affect Akaer. | Profitability and balance sheet stress: ISI posted five consecutive quarterly net losses through year-end 2025 and carries ~$31.4M of debt; sustained losses against this debt load could force a capital raise on unfavorable terms or distress.; Constellation aging risk: EROS-C2 (2022) and EROS-C3 (2023) are the entire revenue-generating fleet. EROS-C4 launch slipping or any on-orbit anomaly on C2/C3 would directly impair revenue capacity and contract performance. | GAAP profitability: Planet achieved adjusted EBITDA profitability in FY2026 but remains GAAP net-loss negative; achieving GAAP positive is the key institutional re-rating threshold.; Defense contract concentration: NRO/NGA contracts drive growing revenue but expose Planet to U.S. government budget cycles, classification decisions, and competitive rebidding. | Noosphere/Polyakov concentration risk: The majority of current revenue flows through EOSDA and LatConnect 60, both Noosphere-affiliated entities. Any strategic shift by Max Polyakov or Noosphere Ventures could simultaneously remove anchor customer revenue and principal equity support.; Small team/execution risk: With ~70–100 employees, Dragonfly operates on a thin staffing basis relative to the multi-satellite production commitments it has made. Any key-person departures (optics engineers, payload systems leads) could delay deliveries. |
| Next catalyst | Radia WindRunner pressurized cabin delivery milestones (2026–2027) | EROS-C4 launch and on-orbit commissioning (2026) | Second-generation 30 cm Pelican satellites launch and first imagery delivery (2026-Q4) | LatConnect 60 SWIRSAT launch (three Chameleon SWIR payloads) (2026) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.